Global economy remains cautious, supply chain stays conservative, market demand is weak, and uncertainties persist amid political and economic factors.
The global foundry landscape is stabilizing, with leading and regional players staying productive; pricing and localization drive growth.
In 2Q25, global smartphone production saw a slight increase due to seasonal demand and inventory adjustments. Production estimates for 2025 and 2026 suggest steady growth. Mobile DRAM revenue was driv...
2Q25 DRAM revenue grew notably from price and shipment increases. 3Q25 momentum is expected to continue, with accelerating price hikes. US CSPs show robust demand but slightly elevated inventory. Smar...
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penet...
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry qu...
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry qu...
The TrendForce 3Q25 LED Industry Demand and Supply Database covers the global LED industry demand and supply market from 2025-2029, the 1-3Q25 LED industry pricing survey, and the 2Q25 LED industry qu...
DRAM contract prices are expected to peak by late 2025, then decline as new capacity emerges. DDR4 faces critical long-term shortages. HBM3e prices soften, HBM4 maintains a premium, with Samsung leadi...
Strong 4Q25 enterprise SSD demand boosts prices. Yet, 1H26 NAND Flash faces server platform shifts, weak smartphone demand, and supply expansion, dimming its outlook.
AI compute faces memory bottlenecks. HBM's capacity/cost are limits. NAND Flash, via HBF (high-capacity near-memory) and AI SSD (intelligent preprocessing), optimizes AI architecture, redefining...
In 2Q25, NAND Flash saw client SSD prices rise from tariff-driven PC pre-stocking, with moderate overall ASP growth. 3Q25 shifts to AI/server-led enterprise SSD demand, creating controller IC shortage...
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
The iPhone 17 lineup officially welcomes a new ultra-thin flagship model. Apart from the base variant, all models in the series feature notable upgrades in design and hardware specifications. Although...
TrendForce research team provides quarterly sufficiency analysis report, offering the demand forecast for shipment units and area by diverse applications and sizes. It also includes future supply-dema...
